Precio electricidad: Factores EDF y guerra Ucrania

by Editora de Negocio

Notice few things to consider: 1. EDF was having serious problems and was huge price driver even before UA happened for the electricity price, making gas link much stronger 2. When UA invasion happened (20-23feb price spike) it was mostly concentrated in products from Mar-June. Sum/Win spread was ~+100 on TTF and Cal did not react to that «much». At some point, winter price was dropping while summer was going up (margin calls at that point most likely)Serious power price increase came later in June and finished in August.

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